Stifel, Nicolaus & Company
40yrs
Top advisor by experience in Succasunna
13yrs
Meredith Wright is a fiduciary financial advisor in Succasunna, New Jersey, with 13 years in the industry. After eight years at Ameriprise Financial Services and less than a year at UBS Financial Services, Meredith joined LPL Financial in 2022, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 19 advisors with offices in Succasunna, and one of 18 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
Office15 Commerce Blvd Suite 303, Succasunna, NJ 07876
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowLPL Financial LLCCurrent firm
- 2014 – 2022Ameriprise Financial Services, LLCPreviously
- Apr 2014 – Jul 2014UBS Financial Services Inc.Previously
Contact Meredith
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Meredith. 15 Commerce Blvd Suite 303Succasunna, NJ 07876Office · Get directions Facebook pageLPL Financial
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Questions to ask Meredith
Tailored to Meredith’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Meredith
How do I contact Meredith?
Call LPL Financial at (704) 733-3300 and ask for Meredith Wright. Meredith works from the Succasunna, NJ office.
How long has Meredith been a financial advisor?
Meredith has been in the industry since 2014, about 13 years. 13 years in the industry.
What licenses does Meredith hold?
Series 66. Tap any license on this page to see what it allows.
Is Meredith a fiduciary?
Meredith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Meredith paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Meredith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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